Purchases and Sales Made in Q3 2023 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q3 2023. The information is specifically focused on institutions that hold shares of WELLS FARGO & COMPANY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-2.06K- 25.56% |
$83.3K - $97.1K
|
6K
$430K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-2.06K- 11.25% |
$83.4K - $97.2K
|
16.3K
$1.17M
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-2.07K- 19.69% |
$83.7K - $97.6K
|
8.44K
$605K
|
|
|
Nov 13, 2023
Q3 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-2.1K- 6.51% |
$85.1K - $99.2K
|
30.2K
$2.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-2.11K- 28.19% |
$85.3K - $99.5K
|
5.38K
$385K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.14K- 3.62% |
$86.4K - $101K
|
57K
$4.08M
|
|
|
Oct 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-2.16K- 8.73% |
$87.3K - $102K
|
22.6K
$1.62M
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-2.2K- 65.97% |
$88.9K - $104K
|
1.14K
$81.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-2.2K- 14.34% |
$88.9K - $104K
|
13.1K
$941K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.22K- 6.96% |
$89.7K - $105K
|
29.7K
$2.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-2.23K- 14.11% |
$90.1K - $105K
|
13.6K
$972K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-2.23K- 11.65% |
$90.2K - $105K
|
16.9K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2.26K- 1.37% |
$91.2K - $106K
|
163K
$11.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2.31K- 14.53% |
$93.5K - $109K
|
13.6K
$973K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2.34K- 60.36% |
$94.7K - $110K
|
1.54K
$110K
|
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
SELL
|
- |
-2.4K- 5.2% |
$97K - $113K
|
43.7K
$3.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-2.4K- 1.07% |
$97K - $113K
|
221K
$15.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-2.41K- 1.6% |
$97.4K - $114K
|
149K
$10.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.42K- 5.72% |
$98K - $114K
|
39.9K
$2.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2.42K- 67.02% |
$98K - $114K
|
1.19K
$85.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-2.44K- 21.19% |
$98.6K - $115K
|
9.07K
$649K
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-2.44K- 10.71% |
$98.8K - $115K
|
20.4K
$1.46M
|
|
|
Nov 02, 2023
Q3 2023
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-2.47K- 4.5% |
$99.7K - $116K
|
52.3K
$3.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.54K- 15.84% |
$103K - $120K
|
13.5K
$966K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.58K- 8.94% |
$104K - $121K
|
26.3K
$1.88M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.6K- 3.06% |
$105K - $122K
|
82.3K
$5.89M
|
|
|
Oct 24, 2023
Q3 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-2.62K- 2.5% |
$106K - $123K
|
102K
$7.31M
|
|
|
Oct 10, 2023
Q3 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-2.62K- 8.99% |
$106K - $124K
|
26.6K
$1.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.66K- 19.84% |
$108K - $125K
|
10.8K
$770K
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-2.68K- 5.65% |
$108K - $126K
|
44.8K
$3.21M
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-2.69K- 13.06% |
$109K - $127K
|
17.9K
$1.28M
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.69K- 5.32% |
$109K - $127K
|
47.9K
$3.43M
|
|
|
Oct 31, 2023
Q3 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-2.7K- 4.79% |
$109K - $127K
|
53.7K
$3.85M
|
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-2.71K- 2.29% |
$109K - $128K
|
116K
$8.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-2.73K- 19.46% |
$110K - $128K
|
11.3K
$808K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.73K- 0.92% |
$111K - $129K
|
295K
$21.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.82K- 13.92% |
$114K - $133K
|
17.4K
$1.25M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.85K- 89.13% |
$115K - $134K
|
348
$24.9K
|
|
|
Nov 06, 2023
Q3 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-2.85K- 3.16% |
$115K - $135K
|
87.4K
$6.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-2.87K- 13.58% |
$116K - $135K
|
18.3K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-2.87K- 2.43% |
$116K - $135K
|
115K
$8.27M
|
|
|
Oct 16, 2023
Q3 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-2.88K- 26.24% |
$116K - $136K
|
8.1K
$580K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.9K- 8.21% |
$117K - $137K
|
32.4K
$2.32M
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-2.91K- 18.01% |
$117K - $137K
|
13.2K
$947K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-2.91K- 32.09% |
$118K - $137K
|
6.16K
$441K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.91K- 1.4% |
$118K - $137K
|
205K
$14.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-2.96K- 10.57% |
$120K - $139K
|
25K
$1.79M
|
|
|
Oct 17, 2023
Q3 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-3.03K- 15.6% |
$123K - $143K
|
16.4K
$1.17M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.04K- 1.94% |
$123K - $143K
|
153K
$11M
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
SELL
|
- |
-3.05K- 14.48% |
$123K - $144K
|
18K
$1.29M
|